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Sunbeam Capital Management’s Oaktree Specialty Lending OCSL Stock Holding History

Sunbeam Capital Management’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Hold
19,085
– – 0.1% 118
2026
Q1 		$216K Hold
19,085
– – 0.12% 105
2025
Q4 		$243K Buy
19,085
+3,685
+24% +$49.2K 0.14% 95
2025
Q3 		$201K Buy
+15,400
New +$212K 0.12% 101

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Sunbeam Capital Management's OCSL Position: Q2 2026 in Review

Sunbeam Capital Management held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 19,085 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #118.

Sunbeam Capital Management first reported a position in OCSL in Q3 2025 and has held it in 4 quarters since. The position peaked at $243K in Q4 2025. 50 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Sunbeam Capital Management held 19,085 shares of Oaktree Specialty Lending worth $228K as of Q2 2026.
  • Sunbeam Capital Management left its Oaktree Specialty Lending share count unchanged in Q2 2026.
  • Oaktree Specialty Lending made up 0.1% of Sunbeam Capital Management's portfolio in Q2 2026, its #118 holding.
  • Sunbeam Capital Management first reported a position in Oaktree Specialty Lending in Q3 2025 and has held it in 4 quarters since.
  • Sunbeam Capital Management's Oaktree Specialty Lending position peaked at $243K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.